See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,264 | $167,307-61.0% | $143,757-54.6% | $134,475-51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.49% | 0.46%-25.0pp | -0.04%-24.5pp | 417.96%-442.5pp |
| Employer contribution / active EE | $15,136 | $5,619+169.4% | $4,951+205.7% | $4,740+219.3% |
| Participant deferral / active EE | $11,175 | $6,446+73.4% | $5,637+98.2% | $6,400+74.6% |
| Admin fee / account holder | $259 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |